AUMdb

Tessenderlo Kerley, Inc. 401(k) Plan And Trust

Sponsored by Tessenderlo Kerley, Inc. · EIN 860566930 · Plan #002

Total assets
$96.4M
Net assets
$96.4M
Active participants
459
With balances
566

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $5,725